ReviewDirect · Growth
PGIM India Midcap Fund
PGIM India Mutual FundEquity Scheme - Mid Cap Fund12.8 years
- NAV
- 75.28
- 15 Sept 2026
- 1Y
- +0.6%
- Trailing CAGR
- AUM
- ₹11,070.78 Cr
- 31 Aug 2026
- Volatility
- High
- 16.6% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+0.6%
- 3Y+10.5%
- 5Y+10.9%
- 10Y+16.2%
- SI+17.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+7.0%
- 3Y+7.7%
- 5Y+10.8%
- 10Y+17.7%
- Since inception
- +17.3%
- Calendar-day CAGR
- Excess 1Y
- -7.1%
- Category median, same plan and option
- 3Y win rate
- +39%
- Windows beating the median
- 3Y percentile
- 18
- Vs comparable share classes
- Worst rolling 3Y
- -8.0%
- 2413 daily-ending windows
- Median rolling 3Y
- +15.3%
- Calendar-day CAGR
- Positive rolling 5Y
- +99%
- 1919 daily-ending windows
- SIP 3Y XIRR
- +7.7%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 12 days
- 142 recovered episodes
- Longest recovery
- 200 days
- Trough to prior peak
- Current spell
- 17 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
15 Jan 2018 – 6 Aug 2020
Trough 23 Mar 2020 · recovered in 136 days
-36.4%
5 Aug 2015 – 6 Sept 2016
Trough 25 Feb 2016 · recovered in 194 days
-23.7%
17 Jan 2022 – 7 Sept 2022
Trough 20 Jun 2022 · recovered in 79 days
-19.5%
23 Sept 2024 – 16 Sept 2025
Trough 28 Feb 2025 · recovered in 200 days
-19.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
18
Vs category
5
Consistency
36
Risk-adjusted
63
Drawdown
9
Mean
26
Portfolio
31 Aug 2026 · 108 holdings · top 10 are 22.3%.
- Top 5
- 12.2%
- Top 10
- 22.3%
- Largest holding
- 2.8%
- Effective holdings
- 78.0
The Federal Bank Ltd
Financial
2.8%
Others CBLO
Unspecified
2.5%
Bharti Hexacom Ltd.
Technology
2.4%
Aditya Birla Capital Ltd
Financial
2.3%
Mankind Pharma Ltd.
Healthcare
2.2%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Three-year return sits below the 25th percentile of comparable share classes.
- Maximum drawdown exceeded 35%.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Axis Midcap Fund
Axis Mutual Fund
- 1Y
- +5.0%
- 3Y
- +15.5%
- Vol
- 14.9%
- Max DD
- -29.4%
- Sharpe
- 0.88
- 3Y win
- +41%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Baroda BNP Paribas Mid Cap Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +8.9%
- 3Y
- +16.1%
- Vol
- 14.4%
- Max DD
- -18.6%
- Sharpe
- 0.86
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
DSP Midcap Fund
DSP Mutual Fund
- 1Y
- +1.8%
- 3Y
- +13.1%
- Vol
- 16.1%
- Max DD
- -32.7%
- Sharpe
- 0.73
- 3Y win
- +50%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ITI Mid Cap Fund
ITI Mutual Fund
- 1Y
- +9.1%
- 3Y
- +19.2%
- Vol
- 16.3%
- Max DD
- -22.7%
- Sharpe
- 0.81
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
LIC MF Mid Cap Fund
LIC Mutual Fund
- 1Y
- +3.9%
- 3Y
- +15.3%
- Vol
- 16.5%
- Max DD
- -21.5%
- Sharpe
- 0.72
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns